EWA
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EP Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

EP Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.74M Sell
77,269
-1,528
-2% -$159K 0.04% 247
2025
Q4 		$7.84M Buy
+78,797
New +$7.83M 0.04% 225
2025
Q2 		$7.01M Sell
80,316
-2,911
-3% -$237K 0.05% 224
2025
Q1 		$6.71M Sell
83,227
-2,484
-3% -$218K 0.05% 189
2024
Q4 		$7.66M Buy
85,711
+1,300
+2% +$120K 0.06% 174
2024
Q3 		$7.54M Buy
84,411
+81,872
+3,225% +$7.08M 0.06% 177
2024
Q2 		$208K Buy
2,539
+120
+5% +$9.81K ﹤0.01% 751
2024
Q1 		$206K Buy
2,419
+730
+43% +$58.8K ﹤0.01% 730
2023
Q4 		$137K Sell
1,689
-291
-15% -$21.1K ﹤0.01% 753
2023
Q3 		$141K Buy
+1,980
New +$150K ﹤0.01% 705

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return